Who this is for: Product teams planning a truthful and usable release storyboard.
What to prepare
- Approved view and field definitions.
- A small labeled illustrative dataset.
- Current access and any data-refresh limitations.
Scene-by-scene storyboard
30-second planning sequence · illustrative copy and visual direction
- 01
0–5s
User question
Show the task context without a dense dashboard montage.
On screen:Which work needs attention this week?
- 02
5–11s
View orientation
Reveal the approved reporting view with illustrative-data labeling.
On screen:Open the new reporting view.
- 03
11–18s
Metric focus
Highlight the defined overdue count and its reporting period.
On screen:Read the count with its definition.
- 04
18–25s
Supporting detail
Inspect the example records that explain the count; keep values consistent.
On screen:Check the items behind the number.
- 05
25–30s
Scope
Hold the definition, availability and source context needed for interpretation.
On screen:Illustrative data; use the approved reporting rules.
Make it your own
- Question
- Choose one decision the view supports.
- Metric definition
- Supply population, period and exclusions.
- Interpretation
- Keep conclusions within the supplied example.
Prepare the question and data
The metric owner should check the example calculation and inclusion rules. A new layout does not imply new data coverage. Identify whether the view changes presentation, calculation or both.
Adapt to another reporting purpose
For trends, preserve the time window and explain gaps. For categories, retain the denominator and grouping rule. A longer version can inspect a second question, but each needs its own evidence and interpretation.
Review inference limits
Avoid turning a sample chart into a claim that customers reduced overdue work. If a definition changed, explain comparability rather than presenting the new number as improvement. The final frame should make the example's meaning inspectable.
Review checklist
- The view answers a stated question.
- Illustrative values agree with the defined records.
- Metric scope and period are visible.
- No sample value becomes a customer outcome claim.